Purchase Orders and Serialized Inventory Items

Serialized inventory items acquire serial number information from the Purchase Order program.

Create Serialized Inventory PO

1. Select Purchase Orders on the EnergyService menu.
2. Choose Purchase Orders then press Ctrl+C to create.
3. Select the Vendor# and shipping Warehouse# receiving the serialized item.
4. Press F5 in the Item field and select the serialized inventory items for purchase.
   
5. Choose Save Selections when all items have been chosen.
6. When a serialized item has been selected, the Ordered quantity will default to 1.00 and cannot be modified. Each serialized item must have a separate line for each serial number received.
   Tip: Select the serialized item and press the Down Arrow on the keyboard. Press Ctrl+D while in the Item field and it will copy (known as Ditto) the item number listed directly above it.
   
7. As serialized items are selected, a Serial # field appears at the bottom of the PO. Serial numbers will be entered when the Purchase Order has been received.
8. Select Save & Close when all items have been listed.

Receive PO and Update Serial Numbers

1. Access the Purchase Order located in the Purchase Order menu.
2. Select Modify or press Ctrl+M.
3. For serialized items, the line item MUST be selected and 1.0 entered in the Received field.
4. A screen will appear asking for the serial number to be associated with the inventory item.
   
5. Enter the serial number and press Enter or choose Continue. The serial number is now associated with the item received.
6. Repeat Steps 3 - 5 for each serialized item. Select Save & Close when finished.
7. Choose OK to finalize the Purchase Order if all items have been received. A message will not display if 0.00 Received quantities remain.
8. Once items are received, they are considered as an in stock item for inventory.